Skip to main content

How to Send Documents to Architects or the Design Team for Approval

Learn how to request approval from architects and/or your design team before adding the documents to the Closeout Package.

Thamya Albuquerque avatar
Written by Thamya Albuquerque
Updated over a year ago

To send a document to the architect or design team for review, select the Requirements tab and click on the Submitted tab:

Go through the initial review and approval process by clicking on the subcontractor, selecting the Requirement, and clicking on the submitted document:

Once you have approved the document, click Request Review. Choose your recipient, type your message, and click Send:

The recipient will be emailed a link to the Review Portal where they can Review or Request Changes to the document:

Once reviewed, click Complete Requirement to close out the requirement:

Did this answer your question?